Best Practices

A caregiver-friendly environment – group discussions that can provide emotional support and offer best practices and training classes, either in person or online - can help educate employees who might be new to the caregiver role.

Retirement plans in the workplace are shifting towards emotional and behavioral engagement as key factors for success, as advisors are realizing the importance of connecting with participants on a deeper level.

Fertility is a widespread health issue, and most companies don't offer sufficient (or any) coverage for care.

Following record-high sales in 2022, first half 2023 sales of annuities (which now include free withdrawal provisions) jumped 28% to $182.7 billion, the highest ever recorded in the first 6 months of a year, according to LIMRA.

Getting involved in meeting organization and providing agenda content can make the jobs of the professional staff easier, while giving a benefits broker an opportunity to interact with members who have the potential to be clients.

Corporations stepped up caregiving resources during the pandemic by offering child and elder care assistance and critical illness benefits - and managed retirement accounts can also help caregivers make saving adjustments.